The Closer – Outside Day, Baskets Check-In, Jobs – 11/4/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with some negative reactions to AI triple plays in addition to the Nasdaq’s downside outside day (page 1).  We then review a handful of our various baskets (pages 2 and 3). Next up, we review Indeed job postings both in the US and abroad (pages 4-6) before closing out with a look at the health of supply chain businesses (page 7).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

The Closer – More Breadth Disconnect, Fedspeak, Issuance – 11/3/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we lead off with a rundown of the latest earnings (page 1) followed by a check up on the disconnects between price and breadth including how mega-caps have impacted the S&P 500 (page 2).  Next, we review the latest slug of Fedspeak and give an update on repo markets (page 3). Turning over to macro data, we close out with updates on ISM (page 4), Remittances (page 5), and election day (page 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!

Bespoke Market Calendar — November 2025

Please click the image below to view our November 2025 market calendar.  This calendar includes the S&P 500’s historical average percentage change and average intraday chart pattern for each trading day during the upcoming month.  It also includes market holidays and options expiration dates plus the dates of key economic indicator releases.

Note: Due to the government shutdown, scheduled release dates are subject to change. Click here to view Bespoke’s premium membership options.

As a result of the government shutdown, in addition to the usual monthly calendar below we show a running list of releases that have been delayed since the shutdown began. Thus far, the only data point to have released after missing its original release date has been been CPI.

The Closer – AI Leverage, Hindenburg, Housing – 10/30/25

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Looking for deeper insight into markets? In tonight’s Closer sent to Bespoke Institutional clients, we kick off with a note of Meta (META) making a monster bond offering (page 1) in addition to other AI related credit market insights (page 2).  We then review the triggering of the Hindenburg Indicator (page 3) followed by a recap of the latest earnings (pages 3 and 4).  We cap off with a dive into the latest housing inventory data (pages 5 and 6).

See today’s full post-market Closer and everything else Bespoke publishes by starting a 14-day trial to Bespoke Institutional today!